Validiti Financial Practice

01 · What's in the bundle

01 · Math

Validiti Maths

DCF, NPV, IRR, WACC, options pricing, fixed-income duration, regression, Monte Carlo, statistical tests. Every computation reproducible and signed — auditor and regulator ready.

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02 · Records & history

Validiti Genesis

Signed history of every model, every report, every recommendation. A 2024 model can be re-run with original inputs and reproduce its result. Regulatory examination-ready chain of custody. Plus record-check across anything you ingest — ask whether a record exists and get a signed citation back, or an honest “no record found.”

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02 · What a day on the bundle looks like

Morning research:

Genesis pulls every prior earnings call where the CFO mentioned guidance change — with signed citations to the transcript line.
Maths runs a DCF on the company under three growth scenarios; signed receipts attach to the model.
Search your own prior notes for the last time you covered this name.

Mid-day analysis:

Position-drift query across competitor filings — surface what shifted in industry language quarter-over-quarter.
Maths runs sensitivity analysis; signed receipts make the work defensible.

Report production:

Every claim in the report links to its signed source row.
Every computation in the report links to its signed math receipt.
The compliance reviewer can verify both without trusting your spreadsheet.

Examination + audit:

SEC examination request: "show me how this recommendation was reached." Genesis query → signed Genesis entries → Maths receipts. End-to-end provenance, automatic.

03 · What you keep that a cloud subscription can't give you

▸ Your research history forever. Cancel Bloomberg and you lose the terminal. Cancel Financial Practice and every signed report you ever produced remains verifiable.
▸ Defensible math in a regulatory exam. Every DCF, every NPV, every regression has a signed computation receipt the examiner can reproduce.
▸ Client confidentiality by structure. Client mandates, holdings, and research stay on your hardware. There's no central data lake for a subpoena to reach.
▸ No internet required to work. Offline travel. Confidential research room. The work continues.

Honest about what's not included: The bundle does not provide real-time market data, news feeds, or licensed proprietary research (Bloomberg's news, FactSet, Refinitiv). You bring those licenses. The bundle covers the research + math + record layer; data + execution remain separate. Validiti is not a registered investment adviser, broker-dealer, or financial planner.

04 · Who the bundle is for

Independent analysts. Family offices. Small RIAs and wealth-management practices. Due-diligence and transaction consultants. Forensic accountants and expert witnesses in financial disputes. Independent fundamental research desks. Anyone whose work product must be defensible by citation + signed math and whose practice can't carry a full Bloomberg + FactSet + enterprise CRM stack.